Concurrent Investment Advisors, LLC Energy Sector Spdr Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 57,375 shares of XLE stock, worth $4.83 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
57,375
Previous 152,139
62.29%
Holding current value
$4.83 Million
Previous $13.9 Billion
63.67%
% of portfolio
0.15%
Previous 0.46%
Shares
4 transactions
Others Institutions Holding XLE
# of Institutions
2,027Shares Held
236MCall Options Held
45.7MPut Options Held
111M-
Bank Of America Corp Charlotte, NC43.3MShares$3.65 Billion0.32% of portfolio
-
Morgan Stanley New York, NY17.7MShares$1.49 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA14.9MShares$1.26 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY8.32MShares$701 Million0.06% of portfolio
-
Goldman Sachs Group Inc New York, NY8.08MShares$680 Million0.12% of portfolio